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Use cases / CRM sync and ad reporting

Know which campaigns bring in booked jobs.

Every lead is filed in your tools with its source, and your Monday report shows what each channel really produced.

The problem

Most owners know how many leads they got and how much they spent, but not how many became jobs. Without the source attached to the booking, you cannot tell what is working.

When leads, calls and bookings live in different places, nobody has the full picture and follow-up depends on memory.

How it works

  1. 1

    Capture the source

    Each inquiry is tagged with the channel and, when available, the campaign.

  2. 2

    File it

    Contacts, summaries and bookings go to your CRM or field-service software through an API where it has one.

  3. 3

    Close the loop

    Booked jobs can be sent back to Google Ads, where enabled, so the ads learn from real results.

  4. 4

    Report

    A Monday report with bookings by source, and cost per booked job when you share ad spend.

Questions

Which software do you connect to?

Examples include HubSpot, Salesforce, Jobber, Housecall Pro and ServiceTitan. What is possible depends on the tool’s API, and we confirm it in the audit.

Do you change my ads?

No. We report and, where enabled, send back booked-job signals. You run your campaigns.

Is my data safe?

We keep access limited and records minimal. Ask us for the details in the audit.